Shriram Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Aggressive Hybrid Growth Direct Plan

NAV
₹37.8465
+0.25%
(13 Sep)
AUM
52 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+51.3%
+44.1%
+36.2%
+35.9%
+34.6%
+31.5%
3Y
+25.0%
+21.0%
+21.1%
+23.8%
+14.9%
+16.0%
5Y
+28.4%
+29.6%
+22.4%
+24.7%
+17.1%
+19.2%
ALL
+16.3%
+19.5%
+15.8%
+18.8%
+13.1%
+14.9%
VOL
14.4%
14.1%
12.9%
12.2%
11.6%
-
TER
0.6%
1.1%
0.4%
1.0%
0.8%
-
AUM
₹578 Cr
₹978 Cr
₹2,077 Cr
₹40,095 Cr
₹52 Cr
-
INFO
1.14
1.38
1.23
1.54
1.13
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
6.4%
6.54% Govt Stock 2032
5.8%
Net Receivables / (Payables)
5.5%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.4%
ICICI Bank Ltd
5.2%
Reliance Industries Ltd
4.7%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.0%
Bharti Airtel Ltd
3.2%
Infosys Ltd
3.1%
Top industry exposure
Consumer Cyclical
11.3%
Industrials
10.7%
Technology
10.4%
Financial Services
10.0%
Communication Services
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
328%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity-related investments, debt and money-market instruments.
Fund manager(s)
Gargi Banerjee
Deepak Ramaraju

FAQs